Aditya Birla Sun Life Focused Equity Fund Growth

Equity
Focused
Very High Risk
27.34%
3Y annualised
-0.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Mar 2023₹86.62
Min. SIP amountNot Supported
Rating3
Fund size₹5,633.70Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.7%27.3%9.8%13.2%
Category average-1.9%28.9%10.9%NA
Rank with in category947164NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.5%
Housing Development Finance Corporation Ltd.FinancialEquity9.4%
Infosys Ltd.TechnologyEquity7.9%
Reliance Industries Ltd.EnergyEquity6.1%
Axis Bank Ltd.FinancialEquity5.0%
Larsen & Toubro Ltd.ConstructionEquity4.9%
State Bank of IndiaFinancialEquity4.3%
Bharti Airtel Ltd.CommunicationEquity3.8%
Mahindra & Mahindra Ltd.AutomobileEquity3.3%
Ultratech Cement Ltd.ConstructionEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.97%

Inclusive of GST

Exit load

1% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Mahesh Patil
Jul 2010 - Present
View details

Education
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
Also manages these schemes

Kunal Sangoi
May 2021 - Present
View details

Education
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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